One row for each opportunity. Because plans can have multiple opportunities, you need to join to PH_PLANS to pull in plan info
| Column | Comments |
|---|---|
| PROSPECTPLANDIMID | |
| PROSPECTPLANSYSTEMID | |
| OPPORTUNITYFACTID | |
| OPPORTUNITYSYSTEMID | |
| CONSTITUENTDIMID | |
| CONSTITUENTSYSTEMID | |
| HOUSEHOLDDIMIMD | |
| PLANOWNERNAME | |
| PLANOWNERSORTNAME | |
| PLANNAME | |
| PLANTYPE | |
| PLANSTARTDATE | |
| PLANNARRATIVE | |
| PLANISACTIVE | |
| OPPORTUNITYCOUNT | |
| PLANPRIMARYMANAGERDIMID | |
| PLANPRIMARYMANAGERSYSTEMID | |
| PLANPRIMARYMANAGERSORTNAME | |
| PLANSECONDARYMANAGERDIMID | |
| PLANSECONDARYMANAGERSYSTEMID | |
| PLANSECONDARYMANAGERSORTNAME | |
| PLANSECONDARYSOLICITORLIST | |
| PLANSECONDARYSOLICITORSORTLIST | |
| PLANSECONDARYSOLICITORLASTNAMELIST | |
| PLANPARTICIPANTLIST | |
| PLANBUSINESSUNITDIMID | |
| PLANBUSINESSUNIT | |
| PLANBUSINESSSUBUNIT | |
| OPPORTUNITYSTATUS | Straight Opp Status from Atlas. Verbal commitment is not a concept in OOB Atlas, so use the field ENHANCEDOPPORTUNITYSTATUS if you want to display verbal commitments. |
| ENHANCEDOPPORTUNITYSTATUS | For BWH, PCC, CDHC and MEE, Opportunity status of Verbal Commitment if opportunity status = Accepted but there is no revenue linked to the opportunity For all others: VC is an opportunity with opp status = Response Pending and the next plan step (or last completed plan step if there is no next plan step) stage = ‘Verbal Commitment’ |
| OPPORTUNITYTYPE | |
| OPPORTUNITYANTICIPATEDAMOUNT | |
| OPPORTUNITYANTICIPATEDDATE | |
| OPPORTUNITYANTICIPATEDDATEDIMID | |
| OPPORTUNITYEXPECTEDAMOUNT | |
| OPPORTUNITYEXPECTEDDATE | |
| OPPORTUNITYEXPECTEDDATEDIMID | |
| OPPORTUNITYASKAMOUNT | |
| OPPORTUNITYASKDATE | |
| OPPORTUNITYASKDATEDIMID | |
| OPPORTUNITYACCEPTEDAMOUNT | |
| OPPORTUNITYRESPONSEDATE | |
| OPPORTUNITYRESPONSEDATEDIMID | |
| TOTALASSOCIATEDREVENUE | |
| OPPORTUNITYCOMMENTS | |
| OPPORTUNITYLIKELIHOOD | |
| OPPORTUNITYNUMBEROFDESIGNATIONSPLITS |